The Art of Estate Planning Podcast

#49 Skipping the Kids: What Happens When Clients Want to Leave It All to the Grandkids

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It’s not the most common estate planning strategy … but it’s also not as rare as you might think.

What do you do when a client says they want to skip over their adult children and leave everything directly to the grandkids?

In this episode, we unpack:

  • The legal and strategic considerations when skipping a generation
  • The unexpected pitfalls that the testator is likely overlooking
  • How to navigate the conversation with the testator

    • Whether you’ve seen it before or suspect it’s coming your way, this episode will help you prepare.

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    The Art of Estate Planning PodcastBy Tara Lucke